Job Summary

• This is a fixed term role until the end of 2026 with potential career progression from Client Advisor Support to Financial Planner and other management or corporate roles.
• The role ensures planners can focus on client relationships by managing administrative tasks including client reviews, new business processing, fee reconciliation, and CRM maintenance.
• Benefits include a competitive pension scheme with 6% employer contribution, 26 days holiday plus bank holidays, private medical insurance, life assurance, group income protection, and a Work From Anywhere policy.

Matching Summary

Salary

Base: Not specified; Bonus/Equity: Not specified; Benefits: Competitive pension scheme, private medical insurance, life assurance, group income protection, 26 days holiday plus bank holidays

Skills & Requirements

Key Requirements

• Prior experience in financial planning or wealth management
• Experience in financial services or accountancy
• Supported study for exams to progress career

Work Rights